Serina Therapeutics, Inc.
SER- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001708599
In the last 90 days, Serina Therapeutics, Inc. insiders filed 1 open-market purchase and 0 sales; 27 institutions reported holding it in 13F filings for Q2 2026, worth $2.73M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Serina Therapeutics, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 27
- +2 vs. Q1 2026
- Shares held
- 1.41M
- −65.9K (−4.5%) vs. Q1 2026
- Total value
- $2.73M
- −$128.5K (−4.5%) vs. Q1 2026
- New holders
- 5
- 6 more added
- Sold out
- 3
- 4 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 27 | $2.73M |
| Q1 2026 | 25 | $2.86M |
| Q4 2025 | 22 | $821.8K |
| Q3 2025 | 25 | $2.48M |
| Q2 2025 | 23 | $2.54M |
| Q1 2025 | 25 | $1.90M |
| Q4 2024 | 25 | $1.60M |
| Q3 2024 | 25 | $2.01M |
| Q2 2024 | 21 | $1.96M |
| Q1 2024 | 13 | $1.48M |
| Q4 2023 | 35 | $1.91M |
| Q3 2023 | 30 | $3.29M |
| Q2 2023 | 32 | $4.24M |
| Q1 2023 | 34 | $3.15M |
| Q4 2022 | 31 | $2.66M |
| Q3 2022 | 32 | $2.67M |
| Q2 2022 | 33 | $2.75M |
| Q1 2022 | 33 | $4.09M |
| Q4 2021 | 38 | $5.28M |
| Q3 2021 | 32 | $4.46M |
| Q2 2021 | 35 | $7.48M |
| Q1 2021 | 38 | $8.21M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 312 | $0 | 0.00% | +312 | New |
| Farther Finance Advisors, LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $2 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $2 | 0.00% | +1 | New |
| BNP Paribas Arbitrage, SA | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $15 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 14 | $28 | 0.00% | +6+75.0% | Added |
| Piscataqua Savings Bank | 28 | $54 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 545 | $1.06K | 0.00% | +545 | New |
| UBS Group AG | 1,347 | $2.61K | 0.00% | +1,342+26,840.0% | Added |
| Advisor Group Holdings, Inc. | 2,002 | $3.88K | 0.00% | +1,001+100.0% | Added |
| BlackRock, Inc. | 2,378 | $4.61K | 0.00% | −55,886−95.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,570 | $4.99K | 0.00% | +1,727+204.9% | Added |
| Wells Fargo & Company | 3,611 | $7.01K | 0.00% | +5+0.1% | Added |
| Caitong International Asset Management Co., Ltd | 3,744 | $7.26K | 0.00% | −238−6.0% | Reduced |
| State Street Corp | 12,758 | $24.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,444 | $30.0K | 0.00% | −24,209−61.1% | Reduced |
| Avidian Wealth Solutions, LLC | 18,800 | $36.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 20,009 | $38.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 20,771 | $40.3K | 0.00% | +20,771 | New |
| Keel Point, LLC | 21,508 | $41.7K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 51,007 | $99.0K | 0.00% | −13,966−21.5% | Reduced |
| Warren Averett Asset Management, LLC | 67,492 | $130.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 162,198 | $314.7K | 0.00% | +3,062+1.9% | Added |
| Sio Capital Management, LLC | 1,000,000 | $1.94M | 0.33% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1−100.0% | Sold out |